Bridge & Hard Money Loan Checklist

Documents Needed

Commercial Scenarios

  •     Executive Summary  – Exit Strategy needs to be included
  •     Personal Financial Statement
  •     BPO on Market Value (if available)
  •     Digital Pictures of property

Residential Scenarios (Investment Non-Owner Occupied Only)

  •     Executive Summary
  •     1003 on all borrowers (please fill in as completely as possible)
  •     Market value estimate
  •     Digital Pictures

Your Executive Summary Should include the following:

1.   Property Information

  •  Address
  •  Property Type
  •  Age

2.   Borrower Information

  •  Guarantors
  •  Net Worth

3.   Use of Proceeds
4.   Loan Description

  •  Reason for Request
  •  Exit